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Utilities Select Sector SPDR Fund
XLU

Overview Fund Activity

850 hedge funds and large institutions have $9.07B invested in Utilities Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 262 increasing their positions, 284 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+74
Holders Change %
+9.54%
% of All Funds
16.79%
Holding in Top 10
38
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-17.39%
% of All Funds
0.75%
New
156
Increased
262
Reduced
284
Closed
71
Calls
$884M
Puts
$1.7B
Net Calls
-$815M
Net Calls Change
-$177M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$243M
2
PP
Prudential plc
United Kingdom
+$219M
3
Two Sigma Investments
Two Sigma Investments
New York
+$131M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$100M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$89.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$398M
2
Barclays
Barclays
United Kingdom
-$351M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$275M
4
Goldman Sachs
Goldman Sachs
New York
-$215M
5
Bank of America
Bank of America
North Carolina
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
JT
251
Jump Trading
Illinois
$2.04M +$101K +1,559 +5%
CAG
252
Csenge Advisory Group
Florida
$2.03M -$1.08M -16,680 -35%
Fidelity International
253
Fidelity International
Bermuda
$2.02M +$107K +1,656 +6%
IA
254
IFG Advisory
Georgia
$2.01M +$26.9K +416 +1%
FAIM
255
Financial Advocates Investment Management
Washington
$1.99M +$366K +5,665 +23%
Deutsche Bank
256
Deutsche Bank
Germany
$1.98M -$15.5M -240,494 -89%
CL
257
Cabana LLC
Arkansas
$1.97M -$784K -12,132 -28%
Fidelity Investments
258
Fidelity Investments
Massachusetts
$1.97M +$142K +2,192 +8%
SWM
259
SVA Wealth Management
Wisconsin
$1.96M +$184K +2,845 +10%
WS
260
Wedbush Securities
California
$1.95M +$144K +2,234 +8%
UAS
261
United Asset Strategies
New York
$1.94M -$856K -13,249 -31%
BAC
262
Boys Arnold & Co
North Carolina
$1.93M +$70.2K +1,087 +4%
LCH
263
Lee Capital Holdings
New York
$1.92M – – –
CWM
264
Cranbrook Wealth Management
Michigan
$1.88M +$151K +2,329 +9%
TC
265
Trust Company
Kansas
$1.88M -$213K -3,290 -10%
WWM
266
Willingdon Wealth Management
North Carolina
$1.86M -$4.96M -76,764 -73%
MFG
267
Magnus Financial Group
New York
$1.85M -$71K -1,099 -4%
FS
268
Ferguson Shapiro
Georgia
$1.8M +$1.8M +27,860 New
TTWM
269
TCV Trust & Wealth Management
Virginia
$1.79M -$1.75K -27 -0.1%
SAM
270
Secure Asset Management
Michigan
$1.79M +$1.79M +27,763 New
TSS
271
Two Sigma Securities
New York
$1.79M +$1.79M +27,728 New
AIM
272
Aspen Investment Management
Michigan
$1.79M +$17.8K +275 +1%
VWM
273
Venturi Wealth Management
Texas
$1.79M -$740K -11,460 -29%
LDB
274
Lee, Danner & Bass
Tennessee
$1.78M +$46.9K +725 +3%
Creative Planning
275
Creative Planning
Kansas
$1.76M +$210K +3,256 +14%
9 10
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